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 Asia Pacific Sustainability

Asia Pacific Sustainability

This strategy aims to deliver long-term capital growth by investing in companies in the Asia Pacific region, including Australia and New Zealand but excluding Japan.

Originally launched in December 2005, this equity-only strategy aims to deliver long-term capital growth by investing in between 30 to 60 companies in the Asia Pacific region, including Australia and New Zealand but excluding Japan. As with all of our strategies, we are looking for businesses that are well positioned to contribute to, and benefit from, sustainable development.

Strategy highlights: a focus on quality and sustainability

  • Companies must contribute to sustainable development and make a net-positive impact to a more sustainable future. Portfolio Explorer >

  • We invest in high-quality companies with exceptional cultures, strong franchises and resilient financials. How we pick companies >

  • We avoid companies linked to harmful activities and engage and vote for positive change. Our position on harmful products >

  • Our approach is long-term, bottom-up, high conviction and benchmark agnostic

  • We focus on capital preservation as well as capital growth – we define risk as the permanent loss of client capital

Annualised composite performance – USD – net of fees

Stewart Investors Asia ex Japan Sustainability - March 31, 2023
Annualised return (%) Since launch* 10 years 7 years 5 years 3 years 1 year
Strategy 10.3 8.0 8.7 6.7 17.1 -1.2
MSCI AC Asia ex Japan Index 5.9 4.4 6.1 0.4 7.3 -8.5
Relative (arithmetic) 4.3 3.6 2.6 6.3 9.8 7.3

* February 1, 2006, annual management fee 0.85%

Past performance is not a reliable indicator of future results.

Source for composite performance: Stewart Investors as at March 31, 2023. The composite performance shown is on a net of fees basis and reflects the reinvestment of dividends and other income, if any. Net performance figures are calculated by subtracting a model annual management fee (see tables above) from the gross composite performance. No other fund level expenses or costs have been taken into account when calculating the net performance. Source for benchmarks: FactSet, total returns, gross of tax.

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